Boston Private Financial Holdings, Inc.
BPFHP
BPFHP was delisted on the 14th of June, 2018.
9 hedge funds and large institutions have $6.12M invested in Boston Private Financial Holdings, Inc. in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
11% more capital invested
Capital invested by funds: $5.51M → $6.12M (+$617K)
18% less funds holding
Funds holding: 11 → 9 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$473K |
| 2 |
AF
Aldebaran Financial
|
+$280K |
| 3 |
HCM
Highlander Capital Management
Short Hills,
New Jersey
|
+$65K |
| 4 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$45.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$242 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
6CM
683 Capital Management
New York
|
-$607K |
| 2 |
Citigroup
New York
|
-$21K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$3.96K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIMC
1
NWQ Investment Management Company
Los Angeles,
California
| $2.28M | +$473K | +19,563 | +27% |
|
|
AF
2
Aldebaran Financial
| $1.22M | +$280K | +11,600 | +31% |
|
|
6CM
3
683 Capital Management
New York
| $1.07M | -$607K | -25,111 | -37% |
|
|
HCM
4
Highlander Capital Management
Short Hills,
New Jersey
| $767K | +$65K | +2,687 | +10% |
|
|
CW
5
Cobiz Wealth
Denver,
Colorado
| $436K | – | – | – |
|
|
ARMC
6
American Research & Management Company
Marion,
Massachusetts
| $337K | +$45.3K | +1,875 | +16% |
|
7
Wells Fargo
San Francisco,
California
| $10K | – | – | – |
|
|
U
8
UBS
Zurich,
Switzerland
| $3K | -$3.96K | -164 | -54% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $2K | +$242 | +10 | +14% |
|
|
10
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$2.23K | -95,538 | Closed |
|
|
11
Citigroup
New York
| – | -$21K | -904 | Closed |
|
BPFHP Hedge Fund Activity: Q2 2014 in Review
9 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFHP) for Q2 2014, worth a combined $6.12M — up 11% from $5.51M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BPFHP and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was NWQ Investment Management Company, adding an estimated $473K. The largest seller was 683 Capital Management, cutting an estimated $607K.
- 9 institutional investors held Boston Private Financial Holdings, Inc. (BPFHP) as of Q2 2014, down from 11 in Q1 2014.
- Funds reported $6.12M of Boston Private Financial Holdings, Inc. stock for Q2 2014, up 11% quarter-over-quarter.
- 0 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2014 and 2 closed out, a net change of -2 holders.
- The largest Boston Private Financial Holdings, Inc. buyer in Q2 2014 was NWQ Investment Management Company, an estimated $473K added.
- The largest Boston Private Financial Holdings, Inc. seller in Q2 2014 was 683 Capital Management, an estimated $607K sold.
Based on aggregated 13F filings for Q2 2014.